SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.28%
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$21M
3
+$8.28M
4
SCHW icon
Charles Schwab
SCHW
+$7.85M
5
TECH icon
Bio-Techne
TECH
+$5.99M

Top Sells

1
+$29.4M
2
+$22.7M
3
+$19.8M
4
PAYC icon
Paycom
PAYC
+$17.5M
5
PANW icon
Palo Alto Networks
PANW
+$12.4M

Sector Composition

1 Technology 32.23%
2 Healthcare 22.72%
3 Financials 13.77%
4 Industrials 7.99%
5 Materials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.21%
69,531
-13,666
52
$1.9M 0.16%
24,972
+900
53
$1.61M 0.13%
14,002
-11,110
54
$1.33M 0.11%
2,787
+210
55
$1.29M 0.11%
25,600
-599
56
$1.17M 0.1%
12,780
-120
57
$788K 0.07%
45,769
-126
58
$776K 0.06%
8,597
-133
59
$638K 0.05%
8,000
60
$631K 0.05%
2,907
61
$623K 0.05%
8,861
-322
62
$591K 0.05%
2,819
-140,375
63
$545K 0.05%
2,400
64
$485K 0.04%
6,693
65
$449K 0.04%
2,800
66
$425K 0.04%
7,670
+420
67
$396K 0.03%
1,699
68
$387K 0.03%
2,010
69
$379K 0.03%
1,800
70
$337K 0.03%
3,393
-10
71
$319K 0.03%
3,082
72
$311K 0.03%
497
73
$308K 0.03%
2,244
74
$295K 0.02%
2,946
75
$288K 0.02%
502
1 2
3
4